@CRMUG MEETING WILL BEGIN SHORTLY

@CRMUG Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting WELCOME! Fox Valley CRMUG Tweet during Today’s #CRMUG, #CRMUG

@CRMUG AGENDA 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:20CRM Reporting 10:20 – 10:30Break 10:30 – 11:30Qlikview Reporting of CRM data 11:30 – 12:00Networking

@CRMUG NEXT MEETING?  Date: March 10, 2016  Time: 8:30-Noon  Place: UW Fox Valley  Topics: Up for Discussion

@CRMUG GET TO KNOW YOUR CRM PEERS Introductions ‒Name ‒Company (describe Company/Industry) ‒Your role in the company ‒What version are you on? ‒What do you hope to accomplish by attending the user group?

@CRMUG Join our Chapter Community today to receive updates and access to the content library with presentation materials.

@CRMUG CHAPTER LEADERSHIP BE A PART OF SOMETHING REALLY GREAT FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or CRMUG Chapter Manager, Gretchen Ingbretson,

exploreengageelevate Connect, Learn, Share 23,000 of your Dynamics CRM peers are waiting for YOU to join the Community! Get Started Now Have Questions? Contact Bryan Erstad, CRMUG Membership Manager x1450 Join CRMUG Enroll Online … Being a member of CRMUG means… “learning from others to avoid mistakes and common pitfalls, relating and making connections with other users, and interacting with best minds in industry”

SAVE 10% on Academy Distance Learning in December Enhancing professional growth and development is the best investment you can make for your organization. Save 10% on all Distance Learning & On Demand Academy class registrations purchased in December Learn from industry experts without the need for travel Study more than just core concepts and learn real-world best practices Many classes leverage hands-on and interactive virtual training environments Earn CPE credits Visit for a full listing of available classes and dates. Use the Coupon Code: Academy10 to receive your 10% discount on every Distance Learning & On Demand Academy class registration purchased in the month of December This coupon code is only valid for distance learning classes open for registration during the promo period.

G 10 OCTOBER11-14, #INtampa16 #CRMUGSummit INcomparable Learning INnovative Ideas INfinite Experience Tampa, Florida

@CRMUG CRM REPORTING Tom Lemirand Ledgeview Partners

@CRMUG Tom Lemirand Presales Engineer Reporting within Microsoft Dynamics CRM

@CRMUG TYPES OF REPORTING WITHIN CRM Dashboards – Views – Charts Ad Hoc Querying – Advanced Find Reports – Report Wizard – SSRS Reports Word and Excel Templates – New feature in CRM 2016

@CRMUG Dashboards provide a real-time overview of business data Dashboards can consist of Charts, Views, Iframes, and Web Resources Uses: Executive KPI Overview, Sales Daily Overview DASHBOARDS

@CRMUG Advanced Find provides the capability to create custom (layout, filter) queries in CRM Advanced Finds are created at an entity level and can be saved and shared with other Users Uses: Searching for specific items in CRM, Creating Views, Creating Marketing Lists AD HOC REPORTING (ADVANCED FIND)

@CRMUG CRM provides the capability to add SQL Server Reporting Services (SSRS) Reports into CRM These reports can be created through the CRM Report Wizard or through Visual Studio (.Net) These reports can be exported in may different formats: Word, Excel, PDF, etc. Uses: Formal documents (Quotes, Invoices, Contracts), Exportable Executive Summaries, Provide Grouping and Totals REPORTS

@CRMUG WORD AND EXCEL TEMPLATES Word and Excel Templates is new functionality that just came out in CRM 2016 These templates provide the ability to export CRM data directly into Word or Excel Any CRM User is able to create these templates Uses: This functionality will replace a lot of the needs to create Reports (Quotes, Orders, Contracts, Grouping and Totals)

@CRMUG Dashboards Creating Views, Charts, Dashboards Examples of Dashboards, Drill Through Capability of Charts Sneak Peak of the new Interactive Dashboards (CRM 2016) Advanced Find Filtering, Columns, Saved Views, Sharing Reports Walking through the Report Wizard Showing the creation of an SSRS report On-Premise vs. CRM Online Word and Excel Templates Sneak Peak of functionality DEMO

@CRMUG Implementation Data migration Integration with other information systems Customization: Tailoring CRM to your business Training: Customized classes and training materials Support Formalized support contracts and case resolution Questions

@CRMUG BREAK

QLIKVIEW REPORTING Rob Cleek Navitus Health Solutions

CRM & Reporting 12/7/15 Rob Cleek CRMUG Fox Valley Chapter

OVERVIEW CRM Reporting Capabilities Navitus’ Choice Qlik Company Overview QV Architectural Structure How to Develop Reports The opinions expressed by the schmuck currently on stage is that of his alone and not necessarily the opinion of Navitus Health Solutions LLC. 23

CRM REPORTING CAPABILITIES Minimum ability to connect to many data sources Format limitations Flexibility lacking Direct pull at that time Could slow down other users Users have to wait Other charts are framed Sql Server Reporting Services - Cons 24

DECIDING ON APPROACH Limited ability to associate data Complex filtering Dare I say, Ugly Sql Server Reporting Services - Cons 25

WHICH VENDOR? Many vendors to choose from What are your goals? Speed to deliver? Ease of use? Technical ability? Features & Functionality? Create a Scoring Matrix Qlik vs SAP vs MicroStrategy vs Tableau vs SSRS vs…. 26

QLIK Navitus began using them in 2009 In Memory Architecture All data in RAM Associate Data Model Servers – ­3 physical 4 quad cores, 512 gigs RAM ­1 virtual 1 core, 64 gigs RAM ­File Server – 1 TB data Benefits: Fast Quick to deliver a report Flexible Self Service Company / System Overview 27

NAVITUS SETUP QV Architectural Structure 28

LET’S SEE IT The users perspective Navitus QV Access PointAccess The developers perspective Thick Client How do you use it? 29

Share a Clear View High-Touch Service Lowest Net Drug Costs Improved Member Health This document is to be considered confidential and proprietary. Navitus Health Solutions, LLC © 2014

@CRMUG FEEDBACK A survey will be sent within 24 hours of the meeting.

@CRMUG THANK YOU